Frontier Airlines, Inc. 401(k) Retirement Plan
Sponsored by Frontier Airlines, Inc. · EIN 841256945 · Plan #003
- Total assets
- $962M
- Net assets
- $962M
- Active participants
- 7,716
- With balances
- 6,133
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mountain Capital Investment Advisors Inc CRD 156660 | fuzzy_auto · 97% | 2024 |
| Mattern Capital Management, Llc CRD 299342 | deterministic · 100% | 2024 |
| Peterson Wealth Services Inc. CRD 288620 | deterministic · 100% | 2024 |
| Prudent Man Investment Management Inc CRD 104574 | fuzzy_auto · 98% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Parallel Advisors, Llc CRD 140800 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Growstrong Wealth Strategies, Llc CRD 308299 | fuzzy_auto · 99% | 2024 |
| Fortune 45, Llc. CRD 170693 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Panoramic Investment Advisors, Llc CRD 290770 | deterministic · 100% | 2024 |
| Triumph Capital Management CRD 282814 | deterministic · 100% | 2024 |
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mountain Capital Investment Ad | Investment advisory (participants), Direct payment from the plan | $1,725,940 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $459,912 |
| Mattern Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $55,298 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $52,579 |
| Peterson Wealth Services Inc | Investment advisory (participants), Direct payment from the plan | $49,173 |
| Morgan Stanley Capital Manage | Investment management, Direct payment from the plan | $37,676 |
| Cook Street Consulting, Inc | Investment management, Direct payment from the plan | $36,579 |
| Prudent Man Investment Managem | Investment advisory (participants), Direct payment from the plan | $26,761 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $26,757 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $18,048 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $16,800 |
| Parallel Advisors Llc | Investment advisory (participants), Direct payment from the plan | $11,090 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $10,977 |
| Growstrong Wealth Strategies L | Investment advisory (participants), Direct payment from the plan | $8,203 |
| Fortune 45 Llc | Investment advisory (participants), Direct payment from the plan | $7,566 |
| Jw Cole Advisors Inc | Investment advisory (participants), Direct payment from the plan | $7,411 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $6,816 |
| Panoramic Investment Advisors | Investment advisory (participants), Direct payment from the plan | $6,657 |
| Triumph Capital Management | Investment advisory (participants), Direct payment from the plan | $5,674 |
| Independent Financial Partners | Investment advisory (participants), Direct payment from the plan | $5,173 |